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Get Institutions for : 
streetTRACKS Series Trust - SPDRDJ Wilshire Large Capital ETF (ELR)  
$62.51 0.16 (0.26%) as of 4:30 Tue 5/21


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 857    55
Total shares held : 
 325,575,175  
% of shares held : 
 36.18%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   218  
Amount of shares held : 
 46,818,176  
% of shares held change : 
   5.2%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $50.24  
Last Quarter's Ending Price : 
 $55.90  
Last Quarter's Average Price : 
 $52.39  
Change from last quarter's     
avg. price to the last closing  : 
10.12 (19.32%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
81
 9,499,165
 2.92%
 
Increased Positions :
411
 45,913,964
 14.1%
 
Unchanged Positions :
117
 8,686,321
 2.67%
 
Decreased Positions :
248
-7,912,665
-2.43%
 
Closed Positions :
26
-682,288
-0.21%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MIZUHO CORPORATE BANK, LTD. 1 *New 2024-03-31 5,100,000 $313,803,000 5,100,000
   HUNTINGTON ASSET ADVISORS INC. 14 *New 2024-03-31 339,880 $20,913,000 339,880
   WARREN AVERETT ASSET MANAGEMENT, LLC 48 *New 2024-03-31 286,368 $17,620,000 286,368
   Peninsula Wealth LLC 12 *New 2024-03-31 158,641 $9,761,000 158,641
   Procyon Private Wealth Partners LLC 34 *New 2024-03-31 145,733 $8,967,000 145,733
   PATHSTONE FAMILY OFFICE, LLC 184 *New 2023-09-30 177,570 $8,925,000 177,570
   BNP PARIBAS ARBITRAGE SA 837 *New 2024-03-31 113,268 $6,969,000 113,268
   GTS SECURITIES LLC 134 *New 2024-03-31 91,762 $5,646,000 91,762
   Toroso Investments LLC 200 *New 2024-03-31 88,681 $5,457,000 88,681
   Wells Financial Advisors INC 14 *New 2024-03-31 83,873 $5,161,000 83,873
   FSC Wealth Advisors LLC 12 *New 2024-03-31 74,896 $4,608,000 74,896
   Guardian Asset Advisors LLC 8 *New 2024-03-31 62,560 $3,849,000 62,560
   Capital Advantage Inc. 25 *New 2024-03-31 53,770 $3,295,000 53,770
   Fortis Group Advisors LLC 48 *New 2024-03-31 49,682 $3,057,000 49,682
   GRIES FINANCIAL LLC 48 *New 2024-03-31 46,333 $2,851,000 46,333
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 125 *New 2024-03-31 45,770 $2,816,000 45,770
   Balentine LLC 80 *New 2024-03-31 45,270 $2,785,000 45,270
   WOODMONT INVESTMENT COUNSEL LLC 80 *New 2024-03-31 43,000 $2,646,000 43,000
   OBrien Wealth Partners LLC 19 *New 2024-03-31 39,187 $2,411,000 39,187
   Coppell Advisory Solutions Corp. 55 *New 2024-03-31 36,876 $2,269,000 36,876
   JBR Co Financial Management Inc 16 *New 2024-03-31 36,766 $2,262,000 36,766
   MidWestOne Financial Group Inc. 68 *New 2024-03-31 33,088 $2,036,000 33,088
   Tilson Financial Group Inc. 27 *New 2024-03-31 32,849 $2,021,000 32,849
   Resonant Capital Advisors LLC 119 *New 2024-03-31 28,817 $1,773,000 28,817
   CIBC WORLD MARKETS CORP 560 *New 2024-03-31 25,870 $1,592,000 25,870
   STRATEGIC ADVISORS LLC 75 *New 2024-03-31 24,798 $1,526,000 24,798
   NORDEN GROUP LLC 77 *New 2024-03-31 24,117 $1,484,000 24,117
   Worth Asset Management LLC 26 *New 2024-03-31 24,026 $1,478,000 24,026
   Headlands Technologies LLC 76 *New 2024-03-31 23,345 $1,436,000 23,345
   PVG ASSET MANAGEMENT CORP 5 *New 2023-12-31 25,491 $1,425,000 25,491
   TELEMUS CAPITAL LLC 146 *New 2023-12-31 21,367 $1,194,000 21,367
   Idaho Trust Bank 30 *New 2024-03-31 18,203 $1,120,000 18,203
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 1488 *New 2024-03-31 17,760 $1,093,000 17,760
   Cedar Wealth Management LLC 39 *New 2024-03-31 17,125 $1,054,000 17,125
   Five Oceans Advisors 45 *New 2024-03-31 13,810 $850,000 13,810
   MISSION WEALTH MANAGEMENT LLC 308 *New 2024-03-31 13,672 $841,000 13,672
   HARTFORD FINANCIAL MANAGEMENT INC. 117 *New 2024-03-31 13,225 $814,000 13,225
   CPR Investments Inc. 25 *New 2024-03-31 13,080 $805,000 13,080
   Alera Investment Advisors LLC 106 *New 2024-03-31 9,398 $578,000 9,398
   Rockwood Wealth Management LLC 46 *New 2024-03-31 9,239 $568,000 9,239
   Platform Technology Partners 115 *New 2023-12-31 8,387 $494,000 8,387
   WILEY BROS.-AINTREE CAPITAL LLC 273 *New 2024-03-31 7,949 $489,000 7,949
   MERRIMAN WEALTH MANAGEMENT, LLC 142 *New 2024-03-31 7,043 $433,000 7,043
   REGAL INVESTMENT ADVISORS, LLC 401 *New 2024-03-31 6,504 $400,000 6,504
   Evanson Asset Management LLC 218 *New 2024-03-31 5,732 $353,000 5,732
   DAVIDSON D A & CO 1122 *New 2024-03-31 5,580 $343,000 5,580
   DEFINED WEALTH MANAGEMENT LLC 91 *New 2024-03-31 5,319 $327,000 5,319
   VANGUARD GROUP INC 4102 *New 2024-03-31 5,233 $322,000 5,233
   Portfolio Strategies Inc. 86 *New 2024-03-31 5,177 $319,000 5,177
   Personal Capital Advisors Corp 371 *New 2022-12-31 7,077 $318,000 7,077
   Root Financial Partners LLC 74 *New 2024-03-31 5,098 $314,000 5,098
   TITLEIST ASSET MANAGEMENT LLC 207 *New 2024-03-31 4,854 $299,000 4,854
   PURE FINANCIAL ADVISORS, INC. 253 *New 2024-03-31 4,819 $297,000 4,819
   DiMeo Schneider & Associates L.L.C. 110 *New 2024-03-31 4,690 $289,000 4,690
   Miracle Mile Advisors LLC 423 *New 2024-03-31 4,418 $272,000 4,418
   New Insight Wealth Advisors 68 *New 2024-03-31 4,256 $262,000 4,256
   MOODY LYNN & CO/ 199 *New 2024-03-31 4,244 $261,000 4,244
   Atlantic Trust Group LLC 1027 *New 2024-03-31 4,107 $252,000 4,107
   Sentinus LLC 149 *New 2024-03-31 4,081 $251,000 4,081
   Xcel Wealth Management LLC 113 *New 2024-03-31 3,967 $244,000 3,967
   Clarus Group Inc. 97 *New 2024-03-31 3,854 $237,000 3,854
   Trail Ridge Investment Advisors LLC 96 *New 2024-03-31 3,814 $235,000 3,814
   OHE FINANCIAL INC 243 *New 2024-03-31 3,804 $234,000 3,804
   Prosperity Wealth Management Inc. 130 *New 2024-03-31 3,808 $234,000 3,808
   Berger Financial Group Inc 334 *New 2024-03-31 3,626 $223,000 3,626
   Bernardo Wealth Planning LLC 95 *New 2024-03-31 3,561 $219,000 3,561
   Frisch Financial Group Inc. 116 *New 2024-03-31 3,547 $218,000 3,547
   Vista Private Wealth Partners. LLC 79 *New 2024-03-31 421 $217,000 421
   CIBC WORLD MARKETS INC. 1136 *New 2024-03-31 3,487 $215,000 3,487
   SlateStone Wealth LLC 261 *New 2024-03-31 3,496 $215,000 3,496
   NAPATREE CAPITAL LLC 117 *New 2024-03-31 3,523 $208,000 3,523
   Patten Group Inc. 239 *New 2024-03-31 3,370 $207,000 3,370
   Cornerstone Wealth Group LLC 235 *New 2024-03-31 3,335 $205,000 3,335
   LINSCOMB & WILLIAMS INC 276 *New 2024-03-31 3,318 $204,000 3,318
   SeaCrest Wealth Management LLC 563 *New 2024-03-31 3,322 $204,000 3,322
   Measured Wealth Private Client Group LLC 181 *New 2024-03-31 3,295 $203,000 3,295
   TIAA TRUST NATIONAL ASSOCIATION 597 *New 2024-03-31 3,307 $203,000 3,307
   Sage Mountain Advisors LLC 320 *New 2024-03-31 3,120 $192,000 3,120
   Transcendent Capital Group LLC 99 *New 2024-03-31 2,995 $184,000 2,995
   DAGCO INC. 91 *New 2024-03-31 1,865 $115,000 1,865
   PrairieView Partners LLC 136 *New 2024-03-31 1,812 $112,000 1,812
   Centerpoint Advisors LLC 143 *New 2024-03-31 1,119 $69,000 1,119
   COLONIAL ASSET MANAGEMENT, INC. 298 *New 2024-03-31 990 $61,000 990
   NBT BANK N A /NY 407 *New 2024-03-31 775 $48,000 775
   LifeSteps Financial Inc. 165 *New 2024-03-31 711 $44,000 711
   ESL Trust Services LLC 62 *New 2024-03-31 643 $40,000 643
   EVENSKY & KATZ INC 82 *New 2024-03-31 441 $27,000 441
   SJS Investment Consulting Inc. 258 *New 2024-03-31 399 $25,000 399
   Ahrens Investment Partners LLC 446 *New 2023-03-31 488 $23,000 488
   Ruedi Wealth Management Inc. 118 *New 2024-03-31 340 $21,000 340
   CVA Family Office LLC 694 *New 2024-03-31 233 $14,000 233
   Penserra Capital Management LLC 1011 *New 2024-03-31 126 $7,000 126
   Sunbelt Securities Inc. 1399 *New 2024-03-31 69 $4,000 69
   JOHNSON FINANCIAL GROUP, INC. 620 *New 2024-03-31 56 $3,000 56
   BFSG LLC 589 *New 2024-03-31 40 $2,000 40
   ATTICUS WEALTH MANAGEMENT LLC 493 *New 2024-03-31 10 $1,000 10
   Frazier Financial Advisors LLC 824 *New 2024-03-31 12 $1,000 12
  97 Records found
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  Page 1 of 1
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